Top financial advisors in Clarksville, TN
The right financial advisor for you depends on how you weigh location, expertise, experience, the clients they typically serve, and how they work with you.
If you recently moved to Clarksville, TN, or are planning your financial future here, you need advisors who understand the local tax landscape and economic growth. Without this knowledge, you might miss opportunities to optimize your federal tax strategy or manage high sales and property taxes effectively.
- Federal tax focus. Since Tennessee has no state income tax, ask how they prioritize federal tax planning to maximize your after-tax income.
- Local tax awareness. Confirm they consider the impact of Tennessee's high sales and property taxes on your overall budget and investment decisions.
- Growth-driven advice. Clarksville's expanding economy affects job markets and real estate; see how they incorporate these trends into your financial plan.
- Experience with inbound migration. If you recently relocated, check how they address challenges and opportunities unique to new residents in this area.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Trina D
Series 63, Series 65
Clarksville, TN
Edward Jones
Trina De Soto's 35 years of experience and focus on wealth management and tax-loss harvesting equip her to navigate Clarksville's unique tax environment and economic growth. Affiliated with Edward Jones, a large firm managing over $1 trillion in assets, she offers a comprehensive approach including multi-generational wealth transfer and a fee structure up to 1.35% annually, distinguishing her from other local advisors.
Experience: 36 years
Avg account: $246,728
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William P
Series 63, Series 65
Clarksville, TN
OSAIC
William Pittman, based in Clarksville, TN, offers expertise in annuities and serves clients including founders, executives, and retirees, which suits those navigating local tax and economic conditions. Affiliated with Osaic Wealth, a large firm with a comprehensive investment process, he provides flexible fee structures including flat fees and negotiable AUM fees, distinguishing him from advisors with more rigid pricing.
Experience: 10 years
Avg account: $398,336
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Claudia A
Series 63, Series 65
Clarksville, TN
First Command Advisory Services
Claudia Allen's experience with First Command Advisory Services equips her to address Clarksville's unique tax environment, emphasizing federal tax planning and wealth management for mid-career professionals. Her military background and the firm's focus on active-duty clients provide insights into local economic trends, while the 1.30% AUM fee and large-firm resources distinguish her approach from other advisors in the area.
Experience: 2 years
Avg account: $214,697
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Terry W
Series 66
Nashville, TN
Merrill
Terry Wheeler's extensive 25+ years in financial services and focus on wealth management and retirement income strategy make him well-equipped to navigate Clarksville's unique tax and economic environment. His experience with multi-generational wealth transfer and philanthropic planning, combined with Merrill's large-firm resources and a 1.10% AUM fee, distinguishes him from other advisors by offering comprehensive, personalized strategies for mid-career professionals and high earners.
Experience: 4 years
Avg account: $860,085
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Dickey K
Series 63, Series 65
Clarksville, TN
Cetera
Dickey Knight's 16 years of experience and expertise in wealth management and tax-loss harvesting make him well-suited to address the federal tax focus and local tax considerations important in Clarksville, TN. Operating within Cetera, a large firm with over 6,800 advisors, he offers flat-fee financial planning and consulting, catering to high earners and those approaching retirement, which may provide more personalized fee arrangements compared to others.
Experience: 16 years
Avg account: $306,089
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